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Current Employers
Tanner Insurance & Advisory, Llc

36 South State Street Suite 600, Salt Lake City, UT 84111-1400 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2013-07-25
  • UT RA
    APPROVED
    Since 2013-07-25

Branch Locations

36 S. State Street Suite 600, Salt Lake City, UT 84111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tanner Insurance & Advisory, Llc Salt Lake City UT 05/2013 Present
Tanner Llc Salt Lake City UT 02/2007 Present
Other Businesses

TANNER LLC -- NOT INVESTMENT RELATED -- 36 S. STATE ST., SUITE 600, SALT LAKE CITY, UT 84111 -- ACCOUNTING FIRM -- TAX PARTNER/SENIOR MANAGER -- START DATE: 02/2007 -- JODIE HEWITSON SPENDS APPROXIMATELY 95% OF HER TIME AS A PRACTICING CPA AND TAX PARTNER WITH TANNER LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-11
  • S65 Uniform Investment Adviser Law Examination
    2013-07-11
Other Names
  • Jodie A. Bell

View on SEC IAPD

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